周四，欧洲股市收盘走高，市场重新考虑了特朗普第二任期的经济政策对欧洲企业部门的影响。斯托克50指数上涨1.1%，收于4851点，斯托克600指数上涨0.8%，收于511点。与此同时，投资者对美联储在收盘铃响后降息25个基点的预期进行了定位，此外还了解了联邦公开市场委员会如何看待通胀和失业风险的平衡。在企业方面，奢侈品和科技巨头大幅上涨，以减少前一交易日的抛售。LVMH、爱马仕和SAP的涨幅均超过3%。反过来，慕尼黑再保险在上调了今年的保险收入预测后，收盘上涨0.3%。此外，西班牙对外银行股价上涨4.2%，因为西班牙竞争监管机构可能需要更多时间来决定该行与Sabadell的合并。在货币政策方面，正如预期的那样，英国央行将银行利率下调了25个基点，而挪威央行则保持利率不变。

European stocks closed firmly higher on Thursday as markets reconsidered the impact that economic policies from Trump’s second term will have on the European corporate sector. The Stoxx 50 jumped 1.1% to close at 4,851, and the Stoxx 600 added 0.8% to close at 511. At the same time, investors positioned for the expected quarter-point rate cut by the Federal Reserve after the closing bell, in addition to insights on how the FOMC sees the balance of risks on inflation and unemployment. On the corporate front, luxury and tech giants booked sharp gains to trim the selloffs from the prior session. LVMH, Hermes, and SAP all added more than 3%. In turn, Munich Re closed 0.3% higher after raising its insurance revenue forecast for the year. Also, BBVA added 4.2% as Spain’s competition authority is likely to need more time to decide on the bank’s merger with Sabadell. On the monetary policy front, the BoE cut its Bank Rate by 25bps, as expected, while the Norges Bank held its rate unchanged.